IREN M A

1. srpna 2025

IREN M A

Mike Alfred

The contrarian investing philosophy

IREN
Bakkt
CIFR maybe from week 42?? / 2025
CLSK
OpenDoor from week 43 / 2025
ASST (@Strive) from week 43 / 2025

IREN Community | Financials

Valuation Summary

IREN GPU Tracker
https://iren.tools

Ex-spoluzakladatel BrightScope a Digital Assets Data

IREN (Iris Energy) – nezávislý non-executive director

IREN

Bakkt Holdings (BKKT) – člen představenstva od 9/2025; podána SEC Form 3 (držby vč. podílu přes Alpine Fox LP)

Více viz PrtScr : 2025-10-24

www.thenew.money/trend/mike-alfred

But be careful! He owns much more (especial traditional conservative) companies.

Inspiration How to Search some info about for example MA:

Jedna z možností:

Cíl: Rychlý, ověřitelný profil investora (regulace + exity + role)

Subjekt: "Mike Alfred" AND "Alpine Fox LP"

1) Regulace a fund filings (USA)

- Google/Bing:

site:sec.gov "Alpine Fox, LP" "Form D" | "CIK"

site:adviserinfo.sec.gov "Alpine Fox Capital, LLC" "summary"

site:sec.gov "Michael Alfred" "Form 3" | "Form 4"

- Kontrola agregátorů:

site:secdatabase.com "Alpine Fox, LP" | site:13f.info "Alpine Fox"

2) Korporátní role (boardy)

- Oficiální IR stránky cílových firem:

site:iren.com "Board of Directors" "Mike Alfred"

site:investors.bakkt.com (news + governance) "Mike Alfred"

3) Exity a předchozí firmy

- "BrightScope" AND ("acquired" OR "Strategic Insight" OR "ISS")

- "Digital Assets Data" AND ("acquired" OR "NYDIG")

4) Veřejná komunikace / rozhovory

- site:x.com OR site:twitter.com "mikealfred"

- "Mike Alfred" podcast OR interview ("Bitcoin mining valuation" | "IREN")

- site:finance.yahoo.com "Mike Alfred" "interview"

5) Zápis výsledků

- Zaznamenat: role/tituly, datované zdroje, CIK/CRD/CRD-ERA, klíčové citace.

- U všeho ukládat přímé odkazy + datum

https://duckduckgo.com/?origin=funnel_home_website&t=h_&q=Alpine+Fox+LP&ia=web

The New Money
https://www.thenew.money/trend/mike-alfred

Form 13F requires managers to report holdings of Section 13(f) securities, defined by the 13F list, with a value of at least $100,000,000 ...

I když 13F nabízí cenné poznatky, mohou být informace zastaralé kvůli 45dennímu zpoždění při vykazování a mohou vylučovat určité pozice, jako jsou krátké pozice nebo opce, dluhopisy ...

Form 13F
https://13f.info/form-d?q=Michael+Alfred

https://13f.info/form-d/0001955754-alpine-fox-lp

https://aum13f.com/fund/alpine-fox-lp

LinkedIN
https://www.linkedin.com/in/mikealfred/

Alpine Fox Sells 8,000 BTC for $860 Million to Stabilize Market

Generated by AI Agent Coin World

Saturday, Jul 5, 2025

Bitcoin, IREN, Markets, Mining

Mike Alfred on contrarian investing, bitcoin mining, AI, and IREN

Sep 17, 2025

Alpine Fox LP is a private investment partnership founded by Mike Alfred
FORM 13F INFORMATION TABLE

https://www.sec.gov/Archives/edgar/data/2096493/000209649325000002/xslForm13F_X02/13f_alpinefoxtest1.xml

Matthew Sigel

https://x.com/matthew_sigel/status/1982116620089667908

JP Morgan to accept Bitcoin and Ethereum as loan collateral: Bloomberg ... !!!

https://blockspace.media/insight/bitcoin-mining-stocks-terawulfs-record-3-2b-note-miner-debt-tops-20-billion-jane-streets-bitfarms-and-cipher-position-and-why-ai-companies-are-buying-jet-engines/